Legacy Capital Group California’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,539	Closed	-$831K	–	344
2025 Q1	$831K	Buy	+2,539	New	+$831K	0.29%	90